Institutional Investor

Our Story

Dr.
Gregory Kasten, MD, had begun his career as an anesthesiologist when he
began seeking investment advice to help him plan for his financial
future. To his disappointment, Dr. Kasten found most advice to be biased
and not necessarily in his best interest. He began doing his own
research and soon Dr. Kasten was helping his colleagues with their
investments.

As
his reputation for honesty and transparency grew, Dr. Kasten made the
choice to leave the medical field and establish what is now Unified
Trust. He believed that the same standard of care should apply to a
financial professional working with an investor as a medical doctor
treating a patient. That belief is still the core principle behind
Unified Trust, and the reason we accept the fiduciary role of the
discretionary trustee.

Products and services offered by Unified Trust Company, N.A. are not insured by the FDIC, are not a deposit or other obligation of, or guaranteed by, Unified Trust Company, N.A., and are subject to investment risks, including possible loss of the principal amount invested.